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Magnum Experiment 71
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Diversification

Asset Allocation


S&P 500 Index

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Magnum Experiment 71, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.


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The earliest data available for this chart is Feb 6, 2026, corresponding to the inception date of DSSMY

Returns By Period


1D1MYTD6M1Y3Y*5Y*10Y*
Benchmark
S&P 500 Index
-0.11%2.16%-0.42%4.03%27.10%18.38%10.55%12.70%
Portfolio
Magnum Experiment 71
-0.05%-0.02%
CPBI
Central Plains Bancshares Inc. Common Stock
2.37%0.97%4.73%9.42%25.32%
DSSMY
Smith (DS) PLC
0.00%0.00%
EFGXY
EFG International AG ADR
-11.30%-8.32%74.77%74.77%76.33%45.67%34.96%21.50%
EVGR
Evergreen Corp
0.00%0.00%
FNVT
Finnovate Acquisition Corp.
0.00%0.00%
KBGGY
Kongsberg Gruppen ASA
-2.04%5.04%73.39%45.81%62.68%
KGS
Kodiak Gas Services Inc.
0.65%11.81%64.09%84.77%96.40%
LATG
LatAmGrowth SPAC
0.00%0.00%
LOTBY
Lotus Bakeries NV
0.00%-8.36%29.96%25.40%52.61%20.16%
NOVV
Nova Vision Acquisition Corporation
0.00%0.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Feb 9, 2026, Magnum Experiment 71's average daily return is 0.00%, while the average monthly return is 0.00%.

Historically, 67% of months were positive and 33% were negative. The best month was Feb 2026 with a return of 0.0%, while the worst month was Apr 2026 at -0.0%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 1 months.

On a daily basis, Magnum Experiment 71 closed higher 58% of trading days. The best single day was Mar 23, 2026 with a return of 0.0%, while the worst single day was Apr 10, 2026 at -0.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.04%0.01%-0.04%0.01%

Expense Ratio

Magnum Experiment 71 has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.


The portfolio doesn't include any funds that charge management fees.

Return for Risk

Return / Risk — by metrics


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


How much return does each position deliver for the risk it carries? Higher values mean better reward for the risk taken.

Risk / Return RankSharpe ratioSortino ratioOmega ratioCalmar ratioMartin ratio
CPBI
Central Plains Bancshares Inc. Common Stock
801.572.381.355.3715.57
DSSMY
Smith (DS) PLC
EFGXY
EFG International AG ADR
900.847.438.406.86108.94
EVGR
Evergreen Corp
FNVT
Finnovate Acquisition Corp.
KBGGY
Kongsberg Gruppen ASA
540.821.631.250.931.25
KGS
Kodiak Gas Services Inc.
902.933.431.456.9917.63
LATG
LatAmGrowth SPAC
LOTBY
Lotus Bakeries NV
851.563.842.364.378.50
NOVV
Nova Vision Acquisition Corporation

Sharpe Ratio

There isn't enough data available to calculate the Sharpe ratio for Magnum Experiment 71. This metric is based on the past 12 months of trading data. Please check back later for updated information.


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Dividends

Dividend yield

Magnum Experiment 71 provided a 0.03% dividend yield over the last twelve months.


TTM2025202420232022202120202019201820172016
Portfolio0.03%0.04%0.03%0.03%0.03%0.02%0.02%0.01%0.02%0.01%0.05%
CPBI
Central Plains Bancshares Inc. Common Stock
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DSSMY
Smith (DS) PLC
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
EFGXY
EFG International AG ADR
3.66%4.90%4.28%4.38%4.63%3.81%4.13%2.74%3.60%2.17%8.44%
EVGR
Evergreen Corp
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FNVT
Finnovate Acquisition Corp.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
KBGGY
Kongsberg Gruppen ASA
3.36%5.82%1.18%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
KGS
Kodiak Gas Services Inc.
3.09%4.81%3.87%1.89%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LATG
LatAmGrowth SPAC
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LOTBY
Lotus Bakeries NV
0.75%0.97%0.57%0.75%0.77%0.00%0.00%0.00%0.00%0.00%0.00%
NOVV
Nova Vision Acquisition Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Magnum Experiment 71. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Magnum Experiment 71 was 0.05%, occurring on Apr 10, 2026. The portfolio has not yet recovered.

The current Magnum Experiment 71 drawdown is 0.05%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-0.05%Apr 10, 20261Apr 10, 2026
-0.02%Mar 4, 20262Mar 5, 202612Mar 23, 202614
-0.02%Feb 12, 20261Feb 12, 20262Feb 17, 20263
-0.01%Mar 24, 20261Mar 24, 20266Apr 1, 20267
-0.01%Apr 7, 20261Apr 7, 20261Apr 8, 20262

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Diversification

Diversification Metrics


Number of Effective Assets

The portfolio contains 12 assets, with an effective number of assets of 2.76, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.

Asset Correlations Table

The table below displays the correlation coefficients between the individual components of the portfolio, the entire portfolio, and the chosen benchmark.

BenchmarkDSSMYEVGRLATGFNVTNOVVURENENOVVLOTBYKBGGYEFGXYCPBIKGSPortfolio
Benchmark1.000.000.000.000.000.000.000.000.110.37-0.160.300.580.48
DSSMY0.000.000.000.000.000.000.000.000.000.000.000.000.000.00
EVGR0.000.000.000.000.000.000.000.000.000.000.000.000.000.00
LATG0.000.000.000.000.000.000.000.000.000.000.000.000.000.00
FNVT0.000.000.000.000.000.000.000.000.000.000.000.000.000.00
NOVVU0.000.000.000.000.000.000.000.000.000.000.000.000.000.00
RENE0.000.000.000.000.000.000.000.000.000.000.000.000.000.00
NOVV0.000.000.000.000.000.000.000.000.000.000.000.000.000.00
LOTBY0.110.000.000.000.000.000.000.001.00-0.020.000.090.280.20
KBGGY0.370.000.000.000.000.000.000.00-0.021.00-0.040.00-0.030.27
EFGXY-0.160.000.000.000.000.000.000.000.00-0.041.00-0.33-0.070.27
CPBI0.300.000.000.000.000.000.000.000.090.00-0.331.000.150.61
KGS0.580.000.000.000.000.000.000.000.28-0.03-0.070.151.000.49
Portfolio0.480.000.000.000.000.000.000.000.200.270.270.610.491.00
The correlation results are calculated based on daily price changes starting from Feb 9, 2026